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Disclosery

Adams Wealth Management: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on XLK, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 50,306 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,306 shares
    Change vs previous 13F -9,596 shares

    1.84% of the 13F portfolio, value $9,584,258.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,902 shares
    Change vs previous 13F +698 shares

    1.75% of the 13F portfolio, value $7,960,914.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,204 shares
    Change vs previous 13F +29,973 shares

    1.82% of the 13F portfolio, value $8,523,641.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,231 shares
    Change vs previous 13F +5,627 shares

    1.77% of the 13F portfolio, value $8,239,050.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,604 shares
    Change vs previous 13F -692 shares

    1.14% of the 13F portfolio, value $5,977,241.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,296 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,016,638.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).